Aubrey v. De Lozier

128 Okla. 79
CourtSupreme Court of Oklahoma
DecidedJanuary 4, 1927
DocketNo. 13560
StatusPublished
Cited by3 cases

This text of 128 Okla. 79 (Aubrey v. De Lozier) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Aubrey v. De Lozier, 128 Okla. 79 (Okla. 1927).

Opinion

Opinion by

RUTH, C.

This cause is brought to this court upon the appeal by the plaintiff in error, wherein she seeks to vacate aind set aside certain allowances!! made to the defendant In error, as guardian of her estate, and to surcharge the guardian with certain sums of money, and for convenience the plaintiff in error will be designated as plaintiff and the guardian as defendant.

It appears from the record that one Stein-horst was formerly guardian of Alice H. Aubrey, plaintiff, and her brother, Herbert [80]*80Aubrey, and after bis removal, the defendant, Henry De Lozier, was appointed guardian of the minors, and served in that capacity for about four years, and was allowed by the court, in the order of appointment, the sum of $60 per month from the estate of Alice Aubrey, and $40' per month from the estate of her brother, Herbert Aubrey, making a total of $100 per month defendant was to receive from the estate for his services as guardian.

No objection is made by plaintiff to the payment of the monthly allowance, but it appears from the record, the county court made add itional allowances to the guardian as follows:

May 29, 1919, $600 for services in Supreme Court case No. 8583. January 24, 19¡2'0. $1,500 for his personal services in bringing and prosecuting a suit agajns|t Richard Steinhorst, the former guardian. January 24, 1920, $4,000 for attorneys’ fees, Eugene B. Smith in prosecuting the Stein-horst suit. January 3, 1921, $1,200 for personal services in a suit against C. E. Roth; and on June 3, 1921, $500 for attorneys’ fees for Eugene B. Smith for preparing, filing, and having apj/roved the defendant’s final report as guardian from March 10, 1917, until June 6, 1921, or about four years and three months, and filed eight reports including his final report of June 8., 1921, in ‘ which reports at various times he petitioned for and was allowed the extra compensation above set forth.”

Upon filing of the final report, plaintiff filed her exception to the allowance of the sums hereinbefore set forth, and furthermore prays the guardian be charged with certain amounts for his failure to realize the amount of rentals from certain of the ward’s property which he should have realized. In so far as the rentals are concerned, it appears defendant accounted for all money actually received as rentals, and although he might have obtained higher rentals, there is no showing of fraud, and if anything is shown, it is but a lack of business acumen, not amounting to fraud or gross mismanágement, and the judgment of the court as to those items will not be disturbed.

Defendant contends that certain of these allowances having been made from time to time by the court, such orders were a final adjudication of the plaintiff’s rights as to these items. With this contention we cannot agree. The allowances were made upon ex parte application and hearing and plaintiff was not notified and was not in position to object thereto until ■ she attained her majority.

“The approval and settlement by the county court of annual account of a guardian is not final and conclusive upon the ward. Such approval and settlement of an annual account by the county court is only prima facie evidence of its correctness, and such account is subject to. re-examination, upon the hearing of final account by such guardian.” In re Cobb’s Estate, 66 Okla. 53, 166 Pac. 885; 12 R. C. L. 1154.
“Where exceptions are filed to the final report of a guardian, and the correctness of previous reports during the entire period of his guardianship are properly challenged, it becomes the duty of the county court to hear and determine the controversy thus raised, and render such judgment as the facts and circumstances justify.” Tilman v. Tilman, 74 Okla. 259, 177 Pac. 558.

The justice of and the reason for the rule thus laid down is manifest, and we are not inclined to depart therefrom, for the reasons as laid down in 12 Ruling Case Law, 1153, and eases there cited:

“The annual account is a part of the regular administration of the court, is intended to inform the judge and also interested parties of the status and general conduct of the guardianship, and is usually accepted and filed ex parte, and without a hearing. Besides, the waird, who is the party in advance interest, is legally and usually actually incapable of protecting his own interests, and the one whom the law charges with the duty of ascertaining and protecting his rights is in this matter the adverse party. It would therefore be grossly unjust to make the annual accounts conclusive against the ward, though they have been accepted by the court. They are prima facie evidence of the state of the account, but are subject to re-examination in settling later accounts.
“But the final account is very different. The ward is then of age, or represented by another guardian, the account is passed upon after a formal hearing of which all interested parties have notice, and the final state of the account between the ward and his guardian is judicially determined. This is a judgment of the court which becomes res adjudicate, and can only be reopened on such proof of fraud or gross mistake as would justify opening any other judgment.”

We will therefore consider the items of allowance in their order. The $600 allowance was made to the defendant for personal services rendered in ease No. 8583 in this court. The evidence discloses that the action was filed before the defendant became guardian, and was pending in this court at the time of defendant’s appointment, and awaited action by this court, and defendant rendered no services except to [81]*81consult the attorneys of record regarding a compromise, and this allowance cannot he affirmed by the court.

The second objection is to the allowance of $l,¡50O to the guardian for getting settlement out of the sureties on the bond of the former ¡guardian, ‘'Steinhorst. It appears Eugene B. Smith, as attorney for the defendant guardian, filed suit against Steinhorst and a surety company, but did not join Benson and Bunting, the other sureties on the Steinhorst bond. Smith was employed by the guardian without any order or authority from the probate court. Smith afterwards entered the military services of the United States, and other attorneys were employed, who experienced much trouble in persuading the defendant, De Lozier, to permit them to file an amended petition joining Benson and Bunting, sureties, as defendants. This was finally accomplished, however, and judgment was obtained and settlement had. The defendant was allowed $1,500' for personal services, and the record discloses he performed no services in the ease, except to confer with the attorneys, and it would appear from the record the defendant was more interested in preventing the sureties, Benson and Bunting, from being sued' than he was in protecting h|is ward’is interests, and his influence was more of a detriment than otherwise, and his claim for $1,500 was wholly without merit and cannot be allowed.

The next objection is to the allowance of $1,200 to the defendant in what is designated' as the “Roth Case.” It appears from the record, defendant was very anxious to have this case compromised before his ward reached her majority, when she might handle her own affairs or employ her own counsel.

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Cite This Page — Counsel Stack

Bluebook (online)
128 Okla. 79, Counsel Stack Legal Research, https://law.counselstack.com/opinion/aubrey-v-de-lozier-okla-1927.